Belpointe Asset Management LLC - CAPITAL GROUP CORE EQUITY ET ownership

CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 145 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q3 2023$626,243
+1.9%
24,940
+4.2%
0.06%0.0%
Q2 2023$614,779
-31.5%
23,940
-36.8%
0.06%
+35.4%
Q1 2023$897,496
+25.1%
37,885
+18.6%
0.05%
+11.6%
Q4 2022$717,372
+17.2%
31,940
+6.3%
0.04%
+4.9%
Q3 2022$612,000
+57.3%
30,040
+67.5%
0.04%
+57.7%
Q2 2022$389,00017,9300.03%
Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 203,783$4,576,9664.43%
FinDec Wealth Services, Inc. 184,682$4,147,9643.43%
&PARTNERS 205,935$4,625,3002.30%
Robbie L. Kennerson P.A., Inc. 95,992$2,155,9752.19%
BARNES PETTEY FINANCIAL ADVISORS, LLC 88,445$1,986,4752.05%
Souders Financial Advisors 325,833$7,318,2021.67%
G&S Capital LLC 161,930$3,636,9481.61%
Strategic Blueprint, LLC 321,577$7,222,6300.84%
Procyon Advisors, LLC 126,886$2,849,8490.52%
TKG Advisors, LLC 29,350$659,1990.43%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders